Certificate of Insurance (COI)
Automatically handle COI requests from initial intake and
validation to final generation and distribution.
High volumes of certificate requests can quickly overwhelm teams, leading to delays that frustrate clients. Our intelligent assistant handles the entire process by verifying active coverage and generating certificates instantly, meeting compliance requirements and client needs without manual intervention.
Reads COI requests from email, web portals, or forms and classifies them by insured, project requirements, and certificate holder.
Automatically extracts the insured's current policies, coverage limits, and effective dates from AMS.
Populates carrier-specific COI templates using policy data and generates certificates.
Routes flagged certificates for human approval if needed; automatically sends approved COIs via email.
Accurately extracts certificate holder information and other requirements from unstructured email requests and attachments.
Pulls data directly from AMS to ensure all issued certificates reflect current policy limits and endorsements.
Supports a wide range of documents and unique carrier-specific COI templates.
Flags requests where current coverage doesn't meet requirements for CSR review.
Delivers COIs to holders immediately upon generation, reducing service backlogs and improving TAT
Processes high-volume COI requests, eliminating the burden of manual data entry.
Platforms
Carriers
Our intelligent assistant monitors your dedicated service inboxes and client portals for COI requests. It then uses AI to read the request, identifying the specific client, the policy required, and the details of the certificate holder.
Before generating a certificate, our intelligent assistant cross-references the request against your AMS to ensure the policy is active.
Once the certificate is generated, our intelligent assistant can automatically email it directly to the certificate holder using your agency’s approved email templates.
Yes. Our intelligent assistant is designed to handle hundreds of certificate requests and deliver COIs in minutes.
By automating the data entry, validation, and delivery of COIs, our intelligent assistant frees up your service team to focus on complex client needs.
“Automation freed our licensed staff to focus on what matters - clients.”
“Adapting the bot has helped us save time. It's made the process more efficient.”
“Allowing the bots to streamline the process allowed our team to focus on the client side of the business.”
“You will not look back when you see the time you are giving back to your staff to invest in other areas of your agency. ”
“It's like adding a full-time employee without the extra hire.”
“vBots saved 60% of my time on reconciliations.”
“Go for it. Do not delay. It is definitely going to give you some time back in your day.”
At Applied Net 2025, one thing was clear: automation and AI are no longer future concepts. They are already shaping how agencies…
Applied Net 2025 was the biggest and most dynamic yet, with over 4,500 attendees, packed sessions, and a visible sense of momentum.…
“We all know AI is changing everything. But the real advantage isn’t just about using AI — it’s about who can leverage…
